Filed August 10, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $132,330 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,419 | $45,119+9.5% | $85,126-41.9% | $74,429-33.6% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 14.07% | 26.28%-12.2pp | 66.63%-52.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $5,796 | $1,460+296.9% | $2,731+112.2% | $2,625+120.8% |
| Participant deferral / active EE | $5,387 | $2,738+96.8% | $4,523+19.1% | $4,348+23.9% |
| Admin fee / account holder | $90 | $2,214-95.9% | $6,160-98.5% | $1,944-95.4% |